NYSE$IDT

IDT Corporation · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

IDT's financial results were highlighted by improvements in gross profit, income from operations and Adjusted EBITDA, driven by the expansion of growth businesses.

IDT Corporation reported positive results for Q2 2022, with significant growth in NRS revenue and net2phone-UCaaS subscription revenue. The company is focused on the spin-off of net2phone and continues to expand its services and customer base.

  • NRS customer base expanded with nearly 1400 net POS activations and 1200 NRS Pay accounts.
  • NRS revenue increased by 104% year-over-year to $10.6 million.
  • net2phone-UCaaS subscription revenue increased 32% year-over-year to $12.5 million.
  • Money Transfer transactions increased 21% year-over-year.

Headline financials

Total Revenue

$337M

Previous: $340M-0.8%
EPS (adj)

$0.33

Previous: $0.49-32.7%
Capital Expenditures

-$8.99M

Previous: -$8.83M-1.9%
Free Cash Flow

-$1.5M

Previous: $4.28M-135.1%
Net Income

$7.49M

Previous: $13.1M-42.9%
Operating Income

$13.8M

Previous: $12.9M+6.9%
Gross Profit

$79.7M

Previous: $70.6M+12.9%
Cash & Equivalents

$148M

Previous: $79.5M+86.6%
Total Assets

$506M

Previous: $425M+19.2%
Stock-Based Comp

$310K

Previous: $434K-28.6%

Revenue & EPS history

IDT · Revenue · Quarterly

$337M

Q2 2022-0.8%vs Q2 2021

Revenue by segment

IDT · $35.6M total across 3 segments · Q2 2022

  • BOSS Money
    $12.5M-31.9%
  • net2phone
    $12.5M+14.9%
  • National Retail Solutions
    $10.6M-42.3%

Forward guidance

IDT is focused on completing the spin-off of net2phone to stockholders by the end of the current fiscal year on July 31st.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+2.1%

Avg return

Earnings day

+2.8%

Avg return

5 days after

+1.7%

Avg return

30 days after

61%

40 / 66 earnings

Positive

+45.4%

Q4 2020

Best reaction

-20.9%

Q2 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+2.7%+3.7%
Q2 2026-3.9%-7.4%-3.8%
Q1 2026-3.0%+0.1%+0.6%
Q4 2025-18.4%-22.7%-20.9%
Q3 2025-0.2%+1.6%-3.8%
Q2 2025+10.2%+6.1%+5.9%
Q1 2025+5.4%+5.3%-5.6%
Q4 2024+22.3%+26.0%+31.1%
Q3 2024-5.9%-8.0%-10.2%
Q2 2024-1.6%+1.8%-0.2%
Q1 2024+1.5%+5.2%+14.3%
Q4 2023+4.5%+8.2%+2.9%
Q3 2023-5.1%-13.2%-19.3%
Q2 2023+4.7%+9.1%+7.2%
Q1 2023+11.6%+9.3%+2.5%
Q4 2022+10.9%+5.7%+6.7%
Q3 2022-1.7%-11.9%-13.9%
Q2 2022-2.0%-4.5%-1.9%
Q1 2022-4.0%-9.0%-13.3%
Q4 2021+10.6%+14.9%+25.7%
Q3 2021+15.0%+35.3%+53.9%
Q2 2021+4.1%+13.5%+25.7%
Q1 2021+12.2%+8.4%-0.8%
Q4 2020+45.4%+69.6%+44.8%
Q3 2020+2.5%-5.5%-5.5%
Q2 2020-12.1%-19.2%-36.1%
Q1 2020-6.1%-7.5%-1.7%
Q4 2019-0.9%-5.1%-25.4%
Q3 2019+8.3%+14.0%+71.3%
Q2 2019+5.8%+11.0%+17.5%
Q1 2019-6.4%-6.7%-18.3%
Q4 2018+40.9%+49.8%+44.3%
Q3 2018+22.9%+15.2%+10.3%
Q2 2018+0.1%-2.3%-42.2%
Q1 2018-19.4%-26.6%-30.1%
Q4 2017-5.6%-4.6%-7.8%
Q3 2017-20.3%-15.8%-17.5%
Q2 2017-20.5%-32.2%-32.6%
Q1 2017-9.8%-14.3%-15.2%
Q4 2016+7.3%+7.6%+10.7%
Q3 2016+7.1%+10.1%+19.7%
Q2 2016+3.8%
Q1 2016+12.0%
Q4 2015-9.6%
Q3 2015+5.5%
Q2 2015-20.9%
Q1 2015-0.1%
Q4 2014-10.6%
Q3 2014+4.1%
Q2 2014-6.1%
Q1 2014-10.5%
Q4 2010+5.4%
Q4 2013+6.7%
Q3 2013+9.9%
Q2 2012+4.9%
Q2 2013+0.6%
Q1 2013+0.6%
Q2 2011+1.5%
Q4 2012-2.8%
Q3 2011+5.9%
Q3 2012+3.7%
Q4 2011+0.8%
Q1 2012+0.8%
Q1 2011+0.8%
Q3 2010+8.3%
Q2 2010+15.9%

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